| VZ — John A. James Children’s Trust ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · S · $1,001 - $15,000 | Mar 26, 2024 | Sep 14, 2026 |
| NVDA — John A. James Children’s Trust ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · P · $1,001 - $15,000 | Mar 26, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Ptr not_reported · P · $1,001 - $15,000 | Mar 26, 2024 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 139 · Ptr not_reported · S · $1,001 - $15,000 | Mar 26, 2024 | Sep 12, 2026 |
| NVDA — John A. James Children’s Trust ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000 | Mar 13, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Ptr not_reported · P · $1,001 - $15,000 | Mar 13, 2024 | Sep 12, 2026 |
| LH — John A. James Children’s Trust ⇒ Labcorp Holdings Inc. Common Stock (LH) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · S · $1,001 - $15,000 | Mar 6, 2024 | Sep 14, 2026 |
| TMO — John A. James Children’s Trust ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000 | Mar 6, 2024 | Sep 14, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 77 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2024 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 128 · Ptr not_reported · P · $1,001 - $15,000 | Mar 6, 2024 | Sep 12, 2026 |
| MDLZ — John A. James Children’s Trust ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 5, 2024 | Sep 14, 2026 |
| DEO — John A. James Children’s Trust ⇒ Diageo plc Common Stock (DEO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · P · $1,001 - $15,000 | Mar 5, 2024 | Sep 14, 2026 |
| DEO — Diageo plc Common Stock (DEO) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Ptr not_reported · P · $1,001 - $15,000 | Mar 5, 2024 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 5, 2024 | Sep 12, 2026 |
| EA — John A. James Children’s Trust ⇒ Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual not_reported · P · $1,001 - $15,000 | Mar 1, 2024 | Sep 14, 2026 |
| EA — Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Ptr not_reported · P · $1,001 - $15,000 | Mar 1, 2024 | Sep 12, 2026 |
| EA — John A. James Children’s Trust ⇒ Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 | Feb 23, 2024 | Sep 14, 2026 |
| EA — Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Ptr not_reported · P · $1,001 - $15,000 | Feb 23, 2024 | Sep 12, 2026 |
| WAB — Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 148 · Ptr not_reported · P · $1,001 - $15,000 | Feb 14, 2024 | Sep 12, 2026 |
| NVDA — John A. James Children’s Trust ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · P · $1,001 - $15,000 | Feb 9, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Ptr not_reported · P · $1,001 - $15,000 | Feb 9, 2024 | Sep 12, 2026 |
| CAT — John A. James Children’s Trust ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S · $1,001 - $15,000 | Feb 5, 2024 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr not_reported · S · $1,001 - $15,000 | Feb 5, 2024 | Sep 12, 2026 |
| BMY — John A. James Children’s Trust ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · S · $1,001 - $15,000 | Jan 18, 2024 | Sep 14, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Ptr not_reported · S · $1,001 - $15,000 | Jan 18, 2024 | Sep 12, 2026 |
| V — John A. James Children’s Trust ⇒ Visa Inc. (V) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jan 5, 2024 | Sep 14, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 142 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jan 5, 2024 | Sep 12, 2026 |
| FOXA — John A. James Children’s Trust ⇒ Fox Corporation - Class A Common Stock (FOXA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual not_reported · S · $1,001 - $15,000 | Dec 22, 2023 | Sep 14, 2026 |
| FOXA — Fox Corporation - Class A Common Stock (FOXA) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Ptr not_reported · S · $1,001 - $15,000 | Dec 22, 2023 | Sep 12, 2026 |
| BP — John A. James Children’s Trust ⇒ BP p.l.c. Common Stock (BP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual not_reported · P · $1,001 - $15,000 | Nov 16, 2023 | Sep 14, 2026 |
| ELV — John A. James Children’s Trust ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual not_reported · P · $1,001 - $15,000 | Nov 16, 2023 | Sep 14, 2026 |
| BP — BP p.l.c. Common Stock (BP) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Ptr not_reported · P · $1,001 - $15,000 | Nov 16, 2023 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Ptr not_reported · P · $1,001 - $15,000 | Nov 16, 2023 | Sep 12, 2026 |
| ABT — John A. James Children’s Trust ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ABBV — John A. James Children’s Trust ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ACN — John A. James Children’s Trust ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AMD — John A. James Children’s Trust ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ALLE — John A. James Children’s Trust ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| GOOGL — John A. James Children’s Trust ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| GOOG — John A. James Children’s Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AMZN — John A. James Children’s Trust ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AEP — John A. James Children’s Trust ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AXP — John A. James Children’s Trust ⇒ American Express Company Common Stock (AXP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ADI — John A. James Children’s Trust ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AAPL — John A. James Children’s Trust ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AMAT — John A. James Children’s Trust ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| APTV — John A. James Children’s Trust ⇒ Aptiv PLC Ordinary Shares (APTV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| T — John A. James Children’s Trust ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ADP — John A. James Children’s Trust ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AVTR — John A. James Children’s Trust ⇒ Avantor, Inc. Common Stock (AVTR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |